Sales and Marketing

Building rapport within the community is a great way to start a meaningful conversation about insurance.

For a testimonial to enhance your business’ integrity, it must tell a compelling story in a few carefully crafted words—not make a sales pitch. Follow these three steps to obtain testimonials that are believable and will enhance your credibility.

Most insurance agents and agencies aren’t giving their clients what they want on the communications front, which is making their sales and marketing efforts ineffective. The solution: Texting.

The key to a great sales career: building relationships, not broad net fishing.

Success is rarely the result of a single trait or capability. It most often occurs when the right combination of action and character align.

Due to shifting market demands, referral rates continue to decline across the insurance space. That means your inbound leads are becoming increasingly important.

In a perfect world, marketing provides sales with valuable, relevant content that helps convert an interested prospect into a brand evangelist and lifetime customer. But we know it’s not always that simple.

In insurance, the perception persists that the millennial market is a tough one to crack. Here are three reasons why independent agents should be much more optimistic.

To gain an understanding of your prospect’s approach, it’s important to ask the right questions, in the right sequence, and address potential conflicts immediately.

The more time and energy you spend on administrative email communication, the less you spend on being a trusted adviser for your clients.